1. What is the Analytics module?

Analytics is where administrators measure how their organization is performing, using data that already exists in Vome. It is built from four building blocks that stack together:

• Tracker: the data source. A named thing you want to measure, in one category (for example Hours, Shifts, or Retention).
• KPI: one number built on a tracker, such as total hours this quarter.
• Goal: a target attached to a KPI, which produces a progress bar and a pace reading.
• View: a dashboard, meaning an ordered set of KPI cards that you can favorite or set as your home page.

Two supporting screens round out the module. A Setup guide explains how the pieces fit together, and Admin dashboards lets you place KPIs onto other administrators' home pages in bulk.

Analytics is administrator only. Users never see it, and it never sends them a notification.

2. Which plans include Analytics?

Analytics is available on the Enterprise and Ultimate plans. On any other plan, the module shows a locked panel describing the feature and how to upgrade. The lock is enforced on our servers, so the data cannot be reached another way until the plan is upgraded.

3. What can I measure?

Every tracker belongs to one category, and the category decides what you can measure and how you can narrow it. The categories are:

• Forms: submissions, unique applicants, acceptance rate, and counts by submission status.
• Sequences: how many people started and finished, cohort rates, time to complete, stalled and overdue counts, and per step measures.
• Reservations: reservations made and reservations logged.
• Shifts: shift counts, capacity (spots offered, filled, still open, fill rate), and scheduled time.
• Hours: total hours.
• Active users: how many people were active, using your own definition of active.
• Retention and churn: who stayed, who dropped off, who came back, and how the overall population changed.
• Impact: a custom figure you build from your own variables and a formula.
• Other: for trackers whose data comes from elsewhere.

4. What is a tracker, and how do I create one?

A tracker is the data source behind everything else. To create one, open Analytics and start the creation wizard, which runs in three phases:

• First, you define the tracker. Pick the category, give it a title, choose who can see it, and set the source or filters for that category.
• Next, Vome confirms the tracker is ready and offers to build a KPI right away, or to skip to the tracker's own screen.
• Finally, if you built KPIs, you choose where they should go: a new dashboard, an existing one, or neither.

The category is chosen once and fixed afterward, because it determines which measures your KPIs use. Everything else about a tracker can be edited later.

5. Who can see my trackers?

Each tracker carries its own visibility, set to one of three levels:

• Global access: anyone who can open Analytics can see it.
• Specific sites: only administrators at the sites you select. You can also decide whether those administrators can view only, or view and edit.
• Only me: no one else sees the tracker, its KPIs, or any card built on it.

These rules are enforced on our servers, so a KPI respects them no matter where it appears.

6. What is a KPI?

A KPI is a single number built on a tracker, for example "Total hours, this quarter." When you create a KPI you choose the tracker it reads, give it a title, pick the measure, set the time period, and optionally add a comparison and a target. A single tracker can carry as many KPIs as you need.

7. How can a KPI be displayed?

A KPI can read in one of three ways:

• Single number: one figure for the period. Adding a target draws a progress ring on the card.
• Growth %: the change from one period to the next. A single period shows one up or down percentage, and multiple trailing periods show a small bar chart.
• Trend graph: a line over the period, with one point per bucket, plus peak, low, and average.

8. What time periods can I use, and can I compare across time?

Each KPI reads a window you choose. Presets include This year, Year to date, This quarter, Last quarter, This month, Last month, Last 12 months, Last 90 days, and Last 30 days, plus a custom range with your own start and end dates.

For measures that support it, you can compare to the previous period or to the same period last year.

9. What are goals?

A goal is a target attached to a KPI, with an optional deadline. It produces a progress bar, a marker for the pace you should be on, and a status of Achieved, On pace, or Behind.

With a deadline, pace is measured against how much time has elapsed. Without one, a KPI at or above half its target reads as on pace. Goals appear on the Goals tab, where you can sort them by needs attention, deadline, progress, or newest.

10. What are views (dashboards)?

A view is a dashboard: an ordered set of KPI cards. You can give it a title, add the KPIs you want, reorder the cards, mark it as a favorite, and set it as the home page you see when you open Analytics. Card order is saved per view, so the same KPI can sit in different positions on different dashboards.

11. What is an Impact tracker?

An Impact tracker turns raw activity into a figure that reflects your mission, for example "patients served" or "dollars of value delivered." Instead of filters, it is built from two things:

• Variables: named measures you define, such as ER hours or trees planted. Each variable measures one thing (hours, shifts, active users, or answers to a form question) and can carry its own filters.
• A formula: plain arithmetic over your variables, for example er_hours / 5. You can add, subtract, multiply, divide, use parentheses, and round. Leaving the formula empty simply adds every variable together.

As you build, a "Try a number" panel and a live preview show what the figure would be on real data, so you can check the math before saving. You also set how the final number reads, meaning its decimal places, rounding rule, and an optional short unit shown after the figure.

12. How do Retention and churn trackers work?

A Retention and churn tracker first asks what "retained" means to you: assigned to a shift, logged hours on a shift, or present in the database. It then follows groups of people over time to show who stayed and who left.

You can frame the numbers three ways:

• Gross retention: the share of people who stayed. This never passes 100%.
• Churn: the share who dropped off, which is the mirror of gross retention.
• Net retention: whether the group held its size, counting new arrivals too, so it can pass 100% when recruitment more than replaces losses.

The tracker's overview includes a retention curve and a cohort view, each with a plain language banner stating exactly how the groups were built.

13. Can I add KPIs to other administrators' home pages?

Yes. The Admin dashboards tab lets you place KPIs onto other administrators' home pages in bulk. You choose who it is for (filtered by site or role), which KPIs to add, and what should happen: add these KPIs, remove them, or replace the whole dashboard. You can also set the card size and pin cards so recipients cannot remove them.

Before anything is written, a preview reports exactly what will happen and how many administrators and cards are affected. If a chosen KPI relies on a tracker that some of those administrators cannot see, the preview names them and offers ways to fix it.

14. Do users see any of this?

No. Analytics only reads data that already exists. It does not write to anyone's record, does not send notifications, and does not appear on any user facing screen. The only effect outside Analytics is a KPI card appearing on another administrator's home page.

15. Can I export my analytics?

Yes. Every list and detail screen offers an Export menu with Excel and PDF options, plus a customize option where you can set a report title, add an opening note, include KPI descriptions, and choose the row order. A KPI that has not finished calculating is exported as "Not calculated" rather than as a blank or a zero.

16. Where do I start?

If your organization has no trackers yet, Analytics opens on a Setup guide that walks through the three steps: define a tracker, turn it into KPIs, and arrange those KPIs into a view. From there, "Start setup" opens the creation wizard so you can build your first tracker.